Product Docs

TradieDocket Docs

Short phone-first videos showing the everyday workflows in TradieDocket, from logging work on site through to invoices, quotes, expenses and settings.

Last updated: 18 July 2026

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TradieDocket overview

96 seconds

A slower caption-led overview of how TradieDocket helps tradies log work on site, keep jobs organised, and invoice from saved records instead of memory.

01Account setup

Sign up and complete onboarding

Create an account, verify the email address, then complete the initial business setup so TradieDocket is ready for daily use.

02Customer setup

Create a customer

Add a customer with the details needed for jobs, quotes and invoices.

03Job setup

Create a job

Create a job for a customer, add the site location, set status and add the next visit date.

04Daily workflow

Enter a work log

Select an existing customer and job from Home, record the day's work, and leave it ready for invoicing later.

05Fast capture

Enter a work log with a new customer and job

Start from Home, add a new customer and a new job from the selectors, then record the work without leaving the flow.

06Detailed billing

Add multiple billable line items

Record several billable items in one work log using trade-specific units, quantities and prices.

07Invoice workflow

Generate an invoice

Use ready-to-invoice work logs to build an invoice from saved work instead of relying on memory.

08Quote workflow

Generate and accept a quote

Create a quote for a customer and mark it accepted once the work is approved.

09Quote conversion

Convert a quote to an invoice

Turn an accepted quote into an invoice so approved work can move straight into billing.

10Payment follow-up

Share an invoice and mark it paid

Generate or refresh an invoice share link, then mark the invoice paid once payment is received.

11Expense tracking

Add a material expense

Capture a job-related material expense so costs stay connected to the work.

12Workspace settings

Configure trade, rates and tax settings

Select the trade, tailor rate units and confirm GST settings used across new records.